BUILDERS FIRSTSOURCE ($BLDR) posted quarterly earnings results for Q1 2026 on Thursday, April 30th. The company reported earnings of $0.27 per share, missing estimates of $0.38 by $0.11. The company also reported revenue of $3,287,080,000, beating estimates of $3,240,302,003 by $46,777,997.
You can see Quiver Quantitative's $BLDR stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
BUILDERS FIRSTSOURCE Insider Trading Activity
BUILDERS FIRSTSOURCE insiders have traded $BLDR stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BLDR stock by insiders over the last 6 months:
- PAUL S LEVY purchased 50,000 shares for an estimated $4,386,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
BUILDERS FIRSTSOURCE Hedge Fund Activity
We have seen 356 institutional investors add shares of BUILDERS FIRSTSOURCE stock to their portfolio, and 417 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 7,928,983 shares (-69.5%) from their portfolio in Q4 2025, for an estimated $815,813,060
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,239,301 shares (+99084.1%) to their portfolio in Q4 2025, for an estimated $230,401,679
- VOYA INVESTMENT MANAGEMENT LLC removed 1,594,850 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $164,094,116
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,567,343 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $161,263,921
- BAILLIE GIFFORD & CO removed 1,469,801 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $151,227,824
- CAPITAL INTERNATIONAL INVESTORS removed 1,016,744 shares (-28.7%) from their portfolio in Q4 2025, for an estimated $104,612,790
- CITADEL ADVISORS LLC added 1,010,561 shares (+373.7%) to their portfolio in Q4 2025, for an estimated $103,976,621
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
BUILDERS FIRSTSOURCE Analyst Ratings
Wall Street analysts have issued reports on $BLDR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 02/26/2026
- Barclays issued a "Overweight" rating on 01/15/2026
- UBS issued a "Buy" rating on 01/06/2026
To track analyst ratings and price targets for BUILDERS FIRSTSOURCE, check out Quiver Quantitative's $BLDR forecast page.
BUILDERS FIRSTSOURCE Price Targets
Multiple analysts have issued price targets for $BLDR recently. We have seen 12 analysts offer price targets for $BLDR in the last 6 months, with a median target of $110.5.
Here are some recent targets:
- Trey Grooms from Stephens & Co. set a target price of $100.0 on 04/27/2026
- Rafe Jasrosich from B of A Securities set a target price of $100.0 on 04/20/2026
- Charles Perron-Piche from Goldman Sachs set a target price of $110.0 on 04/13/2026
- Matthew Bouley from Barclays set a target price of $114.0 on 04/08/2026
- Sam Reid from Wells Fargo set a target price of $87.0 on 04/08/2026
- W. Andrew Carter from Stifel set a target price of $93.0 on 03/16/2026
- Mike Dahl from RBC Capital set a target price of $119.0 on 03/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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